AMD's 2021 financial report data released on the second day of the Chinese New Year shows that the company's revenue increased by 68%, and non-GAAP net profit soared by 118% year-on-year, which is already an excellent enough answer sheet for the capital market.
A few days ago, mercuridy Research announced the market share of x86 processors in the fourth quarter of 2021. Analyst Dean McCarron said that throughout 2021, x86 processor shipments and revenue hit new records.
In terms of manufacturer share, AMD's proportion increased to 25.6% in the fourth quarter, an increase of 1 percentage point from the previous quarter and an increase of 3.9 percentage points year-on-year.
Since the VIA market presence is zero, the increase in AMD corresponds to a decrease in Intel's share, and the corresponding proportion is exactly the same.
The segmentation found that the most important contribution of AMD's improvement came from servers and game console products, of which the server share reached 10.7% in Q4. However, it may be that the Ryzen™ 5000 has been on the market for a long time and the launch of Intel's 12th-generation Core, in the desktop market and the notebook CPU market, AMD's share has declined (month-on-month), and Intel has profited.
However, with the launch of amd at the beginning of this year, the Ryzen3+-based Ryzen 6000 series APUs, the Ryzen 7 5800X3D and the Milan-X 3D cache EPYC processor are listed, plus the Zen4 Ryzen 7000 in the second half of the year, the x86 war in 2022 is still good.
